Budget incoming – keep calm and carry on
There has been plenty of speculation about what an Andy Burnham government could mean for the housing market It is important to distinguish speculation from policy as it is unlikely to help homeowners or buyers make decisions The sensible approach is to keep calm and carry on and wait for any relevant announcements That time […]
ISA changes incoming – what they mean for your savings
From April 2027, the Cash ISA allowance for anyone under 65 will fall from £20,000 to £12,000 The government will also discourage investors from using Stocks & Shares ISAs simply as cash savings accounts With significant changes ahead, now is a good time to review your ISA strategy and ensure your savings are tax efficient […]
Six-month countdown to the April 2027 Pension IHT shake-up
From April, most unused pension funds and pension death benefits will be included when calculating IHT The new rules mean pension and estate planning can no longer be viewed in isolation, making advice valuable Seeking trusted financial advice now allows time to understand the options available and build an appropriate plan With just six months […]
